Category Archives: Estate Planning

3 Questions About a Will

3 Questions About a Will

  Are you interested in the estate planning process? Check out these 3 questions about a will that we are asked often, then call us today. 1. Can You Write Your Own Will? We are often asked whether a client can write his or her own will, and we strongly recommend against it. First of […]

Non-Probate Assets

Non-Probate Assets
Do you have questions about non-probate assets in Rochester? Check out this educational video, then call our estate planning attorneys today. As an experienced Rochester Estate Planning Attorney, clients often ask me what non-probated assets are. Assets that are in your name alone are probate assets Joint bank accounts are an example of non-probate assets Are [...]

Filling Out the Will Information Worksheet

Filling Out the Will Information Worksheet
In this video, experienced Rochester estate planning attorney Robert Friedman outlines filling out the Will Information Worksheet. Have you completed the Will Information Worksheet that we sent you? Yes, here it is How many children do you have? Four, but I don’t want to leave anything to my son, Joe, because I haven’t seen him [...]

Disinheriting a Spouse

Disinheriting a Spouse
Do you have questions about disinheriting a spouse in Rochester? Watch this video, then give our Rochester Estate Planning Attorneys a call today. You will not be able to disinherit your spouse unless there is a signed prenuptial or anti-nuptial agreement. The only other reason you can disinherit your spouse is if he or she [...]

New Power of Attorney Law Effective June 13, 2021

New Power of Attorney Law Effective June 13, 2021

The New York power of attorney law (POA) allows you to designate an agent to manage your financial affairs. It avoids the need for time-consuming and expensive guardianship proceedings when a person becomes incapacitated. The current power of attorney form can be complex and difficult to use. The new POA law, effective June 13, 2021, amends […]

Duties of Executor of an Estate

Duties of Executor of an Estate
Duties of Executor of an Estate Are you unsure how to perform the duties of executor of an estate? Watch this video as our Rochester estate planning lawyer explains in detail what steps are needed. In order for an executor to act in accordance with a will, the court must issue a certificate to the executor [...]

What’s The Difference Between A NY Life Estate And A Living Trust ?

What’s The Difference Between A NY Life Estate And A Living Trust

To preserve your home from the devastating costs of nursing home care, you can  transfer it to your children with either a life estate deed or a deed to an irrevocable living trust. With both the NY life estate deed and the irrevocable living trust : You will avoid probate. You can preserve your home […]